Head Contracts

The Head Contracts tool in Procore allows you to easily create and manage a contract with an upstream client and keep track of all variations and related items.

Create a head contract that includes a comprehensive schedule of values and manage contract access permissions
Import a schedule of values from CSV or add line items manually by cost code
Email completed contracts to key stakeholders and change the contract status when approved
Manage the Head Contract Variation (HCV) process and approval workflow

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Quick Links

Web
iOS
Android

Configure Head Contract Variation Tiers - Speciality Contractor

Create a Head Contract

Create Schedule of Values for a Head Contract

Add Financial Markup to a Head Contract

Review a Head Contract - Owner

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Head Contract Variation Tiers

Configure Head Contract Settings - Specialty Contractor

Create an Owner Progress Claim

Create and Send RFQs

Speciality Contractor as Client - Create a Head Contract

Speciality Contractor as Client - Add Financial Markup to a Client Contract

Speciality Contractor as Client - Configure Head Contract Order Tiers

Speciality Contractor as Client - Create Schedule of Values for a Head Contract

Speciality Contractor as Client - Configure Head Contract Settings

Configure Variation Tiers for the Head Contract Tool

Owner - Set up a Funding Source

Owner - Create a Funding Variation

Owner - Create Schedule of Values for a Funding Source

Owner as Collaborator - Review a Head Contract

Owner as Collaborator - Review HCVs

Create Head Potential Variations (Prime PVs) (with Change Events)

Set Up a Head Contract

Owner - Set Up Head Contracts

Owner - Create Schedule of Values for a Head Contract

Owner - Configure Variation Tiers for the Head Contract Tool

Speciality Contractor as Client - Create and Send RFQs

Configure Head Contract Variation Tiers

Create a Head Contract

Create Schedule of Values for a Head Contract

Add Financial Markup to a Head Contract

Create a Head Contract

Create Schedule of Values for a Head Contract

Add Financial Markup to a Head Contract

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Head Potential Variations (Prime PVs) (with Change Events)

Create an Owner Progress Claim

Create a Head Contract

Create Schedule of Values for a Head Contract

Add Financial Markup to a Head Contract

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Head Potential Variations (Prime PVs) (with Change Events)

Create an Owner Progress Claim

Configure Head Contract Variation Tiers - Speciality Contractor

Create a Head Contract

Create Schedule of Values for a Head Contract

Add Financial Markup to a Head Contract

Review a Head Contract - Owner

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Head Contract Variation Tiers

Configure Head Contract Settings - Specialty Contractor

Create an Owner Progress Claim

Create and Send RFQs

Speciality Contractor as Client - Create a Head Contract

Speciality Contractor as Client - Add Financial Markup to a Client Contract

Speciality Contractor as Client - Configure Head Contract Order Tiers

Speciality Contractor as Client - Create Schedule of Values for a Head Contract

Speciality Contractor as Client - Configure Head Contract Settings

Configure Variation Tiers for the Head Contract Tool

Owner - Set up a Funding Source

Owner - Create a Funding Variation

Owner - Create Schedule of Values for a Funding Source

Owner as Collaborator - Review a Head Contract

Owner as Collaborator - Review HCVs

Create Head Potential Variations (Prime PVs) (with Change Events)

Set Up a Head Contract

Owner - Set Up Head Contracts

Owner - Create Schedule of Values for a Head Contract

Owner - Configure Variation Tiers for the Head Contract Tool

Speciality Contractor as Client - Create and Send RFQs

Head Contract

The following table highlights which user permissions are required to perform the described user action.

Task	Read Only	Standard
Add Financial Markup to Head Contract Variations
Add a Related Item to a Head Contract Variation
Approve a Head Contract
Configure Advanced Settings: Head Contract
Create Variation Request
Create Payment Received for a Head Contract
Create Owner Progress Claims
Create a Head Contract	+	+
Create a Potential Variation for a Head Contract ¹
Create a Head Contract Variation
Create Schedule of Values (SOV) from the Budget
Delete a Head Contract	+	+
Edit a Commitment Variation Linked to a Potential Variation for a Head Contract
Edit a Head Contract ²	+	+
Edit the Advanced Settings on a Head Contract
Email Owner Progress Claims
Email a Potential Variation for a Head Contract
Email Head Contract
Enable Financial Markup on a Head Contract
Export Head Contract Progress Claim
Export a Head Contract ³
Filter Head Contract Variations
Import a Head Contract CSV
Remove a Variation from a Head Contract
Delete a Head Contract Variation
Search for and Add Filters to Head Contracts
Set Up a Head Contract
View Head Contract ²
View the Change History of a Head Contract

¹ Users with 'Standard' level permissions can only create a PV if the 'Allow Standard Level Users to Create PVs' checkbox is enabled in the Configure Settings page. For more information, see Configure Advanced Settings: Head Contract.

² Users with 'Read Only' and 'Standard' level permissions can only view a head contract that is private if they have been added to the 'Private' drop-down list on the head contract.

³ Users with 'Read Only' or 'Standard' level permissions can only export to the PDF file format. Users with 'Admin' level permissions can export to both DOCX and PDF.

Below are the notable changes to the project's Head Contracts tool (also known as the Funding tool or the Client Contracts tool in some accounts).

Recent Changes

improved navigation for schedule of values (19/04/2024)

When modifying a cell in the Schedule of Values table, users can now input content and easily move to the next cell after completing updates.

Head Contract Progress Claim added to Workflows Open Beta (13/03/2024)

Head Contract Progress Claim has been added to the list of tools supported by the self-serve workflows open beta. See Best Practices for Creating an Owner Progress Claim Workflow.

Custom Fields now visible in Head Contract List view (05/01/2023)

Users can now see custom fields within the head contract list view table. Users can now view, filter, and sort by custom fields in the list view.

Head Contracts

Variations

Configuration Tasks

Owner Progress Claims

Integrations

Head Contracts (BETA)

Workflows (BETA)

Tip

Configure Head Contract Variation Tiers - Speciality Contractor

Create a Head Contract

Create Schedule of Values for a Head Contract

Add Financial Markup to a Head Contract

Review a Head Contract - Owner

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Head Contract Variation Tiers

Configure Head Contract Settings - Specialty Contractor

Create an Owner Progress Claim

Create and Send RFQs

Speciality Contractor as Client - Create a Head Contract

Speciality Contractor as Client - Add Financial Markup to a Client Contract

Speciality Contractor as Client - Configure Head Contract Order Tiers

Speciality Contractor as Client - Create Schedule of Values for a Head Contract

Speciality Contractor as Client - Configure Head Contract Settings

Configure Variation Tiers for the Head Contract Tool

Owner - Set up a Funding Source

Owner - Create a Funding Variation

Owner - Create Schedule of Values for a Funding Source

Owner as Collaborator - Review a Head Contract

Owner as Collaborator - Review HCVs

Create Head Potential Variations (Prime PVs) (with Change Events)

Set Up a Head Contract

Owner - Set Up Head Contracts

Owner - Create Schedule of Values for a Head Contract

Owner - Configure Variation Tiers for the Head Contract Tool

Speciality Contractor as Client - Create and Send RFQs

Create a Head Contract

Create Schedule of Values for a Head Contract

Add Financial Markup to a Head Contract

Configure Head Contract Variation Tiers

Create a Head Contract

Create Schedule of Values for a Head Contract

Add Financial Markup to a Head Contract

Configure Head Contract Variation Tiers

Create a Head Contract

Create Schedule of Values for a Head Contract

Add Financial Markup to a Head Contract

Configure Head Contract Change Order Tiers

Create a Head Contract

Create Schedule of Values for a Head Contract

Add Financial Markup to a Head Contract

Create a Head Contract

Create Schedule of Values for a Head Contract

Add Financial Markup to a Head Contract

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Head Potential Variations (Prime PVs) (with Change Events)

Create an Owner Progress Claim

Create a Head Contract

Create Schedule of Values for a Head Contract

Add Financial Markup to a Head Contract

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Head Potential Variations (Prime PVs) (with Change Events)

Create an Owner Progress Claim

Create a Head Contract

Create Schedule of Values for a Head Contract

Add Financial Markup to a Head Contract

Create a Head Contract

Create Schedule of Values for a Head Contract

Add Financial Markup to a Head Contract

Configure Head Contract Variation Tiers - Speciality Contractor

Create a Head Contract

Create Schedule of Values for a Head Contract

Add Financial Markup to a Head Contract

Review a Head Contract - Owner

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Head Contract Variation Tiers

Configure Head Contract Settings - Specialty Contractor

Create an Owner Progress Claim

Create and Send RFQs

Speciality Contractor as Client - Create a Head Contract

Speciality Contractor as Client - Add Financial Markup to a Client Contract